Stacy L Davis

Current Employers

Employment History

• 01/2014 → 04/2018
  Questar Capital Corporation
  Minneapolis, MN
• 01/2014 → 04/2018
  Questar Asset Management
  Minneapolis, MN
• 02/2016 → 03/2023
  Ohio National Financial Services
  Cincinnati, OH
• 04/2018 → 03/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 03/2023 → Present
  Silver Oak Securities
  Jackson, TN
• 03/2023 → Present
  United Advisor Group
  Cincinnati, OH
• 04/2018 → 03/2023
  On Investment Management Company
  Springfield, MO

Previous Registrations

• 2018-04-23 → 2023-03-01
  On Investment Management Co
  Springfield, MO
• 2014-01-21 → 2018-05-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Nixa, MO
• 2012-10-05 → 2014-01-24
  Woodbury Financial Services, Inc.
  Springfield, MO
• 2009-06-01 → 2012-10-24
  Morgan Stanley
  Springfield, MO
• 2008-05-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Springfield, MO
• 2006-03-22 → 2008-05-19
  Morgan Keegan & Company, Llc
  Springfield, MO
  St. Louis, MO
• 2005-12-07 → 2006-03-29
  Banc Of America Investment Services, Inc.
  Chesterfield, MO
• 2003-11-26 → 2004-05-19
  Banc Of America Investment Services, Inc.
  Springfield, MO

Other Businesses

1). AKOS Solutions LLC; Not investment related; 811 N Main Street, Nixa, MO 65714 ; Medicare; 2-17-2023-present; 30 Hours/month; 0 during securities trading hours; Medicare, Life, Group and Individual Health 2) STURGEON FARM LLC; 17780 County Road 7360 Newburg, MO 65550; not investment related; family farm, manager; 01/21/2014 - present; 1 hour/month ( 0 during security trading hours); mange operation of family farm. 3). United Advisory Group,Is Investment Related,"3809 S. Greystone Court, Ste A, Springfield, MO, 65804, United States",Independent RIA,IAR,2023-02-25,160 hours per month,140 hours per month during trading hours,Fee Based Compensation,IAR of of an independent RIA 4). IAR; SFA LLC. Dba Strategic Financial; Is the business investment related: Yes; Location of the business: 3809 South Greystone Court, Suite A Springfield MO 65804 US; Description of the business: DBA of Financial Firm; Start date with business: 2023-03-01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 100;

Exams

• S66 Uniform Combined State Law Examination
  2003-11-24
• S63 Uniform Securities Agent State Law Examination
  2001-07-30

Other Names

• Stacy Lea Sturgeon
• Stacy Lea Davis